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I was curious about this statement: >"TSMC supplies chips to almost all the key global chip developers, from Apple, Qualcomm and Advanced Microelectronics Devi
by bogomipz 5y ago
I was curious about this statement:
>"TSMC supplies chips to almost all the key global chip developers, from Apple, Qualcomm and Advanced Microelectronics Devices to Intel, Infineon and Sony."
When exactly did Intel become a customer of TSMC? Is this for a recent process technology or is this only for specific types of chips? I under the impression Intel chips always came from their own fabs.
- jhickok 5y agohttps://asia.nikkei.com/Business/Tech/Semiconductors/Apple-and-Intel-become-first-to-adopt-TSMC-s-latest-chip-tech https://asia.nikkei.com/Business/Tech/Semiconductors/Apple-a...
- totalZero 5y agoIntel has been a customer of TSMC on the small-time stuff for a while now, if you consider the fact that they acquire companies that do business with TSMC (including Altera). However, the leading-edge customer relationship is very new[0]. I read it as a form of defense against AMD in the short term (pricing power and availability) and against Apple in the long term (x86 vs Apple Silicon). [0] https://www.tomshardware.com/news/intel-to-outsource-some-key-cpu-production-for-2023-chips https://www.tomshardware.com/news/intel-to-outsource-some-ke...
- aryonoco 5y agoIntel has been a TSMC client for many years. Not for their CPUs but for many of the multitude of other chips that Intel produces, from NICs to Wifi chips. Current estimates is that 7.2% of TSMC's revenue comes from Intel, which makes Intel TSMC'S 6th biggest client, only marginally behind AMD (9.2%) https://seekingalpha.com/article/4414346-samsung-won-t-soon-overtake-taiwan-semi-despite-massive-capex-spend https://seekingalpha.com/article/4414346-samsung-won-t-soon-...